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H.I.G. Whitehorse Advisers, LLC: investment adviser

H.I.G. Whitehorse Advisers, LLC is an investment adviser registered with the SEC (file 801-76984, CRD 164905). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.

Assets managed
$615.1M
Discretionary
100%
Accounts
1
Employees
82
In advisory roles
69
Disclosures
0

Company page · SEC adviser record · Full Form ADV (PDF)

The firm reports no custody of client cash or securities.

Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.

Clients and fees

Whom the firm advises and how it is paid, from Items 5.D, 5.E and 5.G.

Client typeClientsAssetsShare
Business development companies1$615.1M100.0%

How it is paid

  • A percentage of assets under your management
  • Performance-based fees

Services

  • Portfolio management for investment companies (as well as "business development companies" that have made an election pursuant to section 54 of the Investment Company Act of 1940)

Who owns it

Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.

Direct owners (Schedule A)

OwnerTypeRoleStakeSinceControlPublic company
H.I.G. Capital, LLCCompany (U.S.)Sole member, H.I.G. Whitehorse advisers, LLCE 75% or moreSep 2014Yes

Indirect owners (Schedule B)

OwnerOwns a stake inTypeStakeControlPublic company
H.I.G.-GP Global, LLCH.I.G. Capital Partners, LP H.I.G. CapitalCompany (U.S.)F General partner, trustee or managing memberYes

Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.

Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.

Disciplinary history

The firm answered No to every disciplinary question on Form ADV (Item 11).

The brochure

This firm is not required to deliver a Part 2 brochure (for example, because it advises only registered funds).

Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.